Advisor at CNIV Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CNIV Financial Planning LLC
Location
Marlboro, NJ
Credentials
Series 65
Industry experience
2 years
Chirag Surti is a financial advisor at CNIV Financial Planning LLC with a Series 65 designation and two years of industry experience. He is also an Associate Professor at Rider University, where he teaches business courses and conducts research. In addition to his advisory role, he offers educational seminars and consulting services related to financial planning through his business, IV Educational Ventures. CNIV Financial Planning LLC provides hourly, fee-only investment advice to individuals, families, retirement plan sponsors, nonprofit trustees, and other advisers. The firm follows a passive, long-term investment approach focused on low-cost index funds and ETFs, offering advice without managing or holding client assets.
Based on CNIV Financial Planning LLC
Fixed fees for speaking engagements typically range from $2,500 to $5,000 plus expenses; fees vary and are negotiable.
$250 per hour, pro-rated in increments of 6 minutes at $25 per 6 minutes.
Fee-only: Hourly fee of $250 per hour, pro-rated in increments of 6 minutes at $25 per 6 minutes. Fixed fees for speaking engagements range from $2,500 to $5,000 plus expenses.
Marlboro, NJ
New Jersey
Rider University
2017 - Present (9 years)
Adelphi University
2015 - 2017 (2 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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